A complete list of active advisors currently associated with Wealth Innovation Group

Warmer can help you find a great advisor at Wealth Innovation Group or one who fits your needs even better.

Wealth Innovation Group positions itself to serve individuals, high-net-worth households, business entities, and qualified retirement plans, offering discretionary portfolio management alongside retirement plan advisory. The firm also provides ongoing financial planning and consulting services and can coordinate specialist referrals through a Virtual Family Office model. The firm’s investment approach emphasizes long-term, asset-allocation-driven portfolios grounded in Modern Portfolio Theory, with discretionary implementation and periodic rebalancing. Financial planning is delivered through a proprietary S.C.A.L.E. framework and structured onboarding (including an Investor DNA questionnaire) with a quarterly Strategic Planning Calendar to align plans and portfolio decisions. Distinctive features noted in the brochure include formal ERISA plan services (able to act as a 3(21) or 3(38) fiduciary), the use of fixed fees for financial planning, and affiliations with tax/consulting and insurance businesses that may generate additional compensation. The firm currently reports no client assets and does not act as a private fund adviser; the brochure discloses the principals’ outside tax and insurance activities and attendant conflicts of interest, which the firm says it manages through disclosure and policies.

To learn more about the advisors currently working at Wealth Innovation Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Anton Anderson	Logan, UT	6
Carson Grover	Logan, UT	9

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